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Franklin Resources shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

All positions including Franklin Resources held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 175k 23.13
2025-06-30 $4.2M 175k 23.85
2025-03-31 $3.5M 180k 19.25
2024-12-31 $1.6M 80k 20.29
2024-09-30 $1.0M 51k 20.15

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View all positions for Icon Wealth Advisors

Top funds holding Franklin Resources

Vanguard Group
Power Corporation of Canada
BlackRock
State Street Corporation
Dimensional Fund Advisors
Invesco
Royal Bank of Canada
Geode Capital Management
ProShare Advisors
Goldman Sachs Group
Citadel Advisors
Morgan Stanley
Northern Trust
UBS Group
Azora Capital

View all funds holding Franklin Resources